Chien Hoong Wu is the principal advisor at Wu Wealth Advisory, LLC with eight years of experience in the financial industry. He holds Series 65 and Series 66 licenses and has worked previously at Forest Hills Financial Group. In addition to advisory services, Wu is an independent insurance broker licensed to sell annuities, life, health, and long-term care coverage. Wu Wealth Advisory provides customized financial planning and investment consultation to individuals, including high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach, combining passive indexed ETFs with selected active positions, and offers both discretionary and nondiscretionary account management.

Richard Daskin is a CFP® and CFA® with 16 years of industry experience. He is the principal of RSD Advisors, an independent firm he has led since 2010, and has provided consulting services on municipal bond pricing to Harvest Investments since 2008. RSD Advisors offers financial planning and discretionary investment management to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm uses fundamental analysis to guide diversified portfolios and manages accounts primarily on a discretionary basis, with a focus on tailored risk tolerance and time horizons.

Anthony Devito is a CFP® professional with 14 years of industry experience, operating ADV Investment Management in New Rochelle, NY. He has been with the firm since 1990. ADV Investment Management serves a small group of individual, family, small business, and trust clients, offering customized investment management and financial planning services. The firm employs a fundamental analysis and asset-allocation approach, primarily using mutual funds and ETFs, and operates on a strict fee-only model without commissions or soft-dollar arrangements.

Samuel Muffly is the sole advisor at SM Carlton Advisory, holding a Series 65 credential with four years of industry experience. He works full-time as a Special Gifts Officer for the Northwell Health Foundation, the philanthropic arm of a nonprofit hospital system. His role at SM Carlton Advisory is in addition to his full-time position. SM Carlton Advisory serves individual investors with a $50,000 minimum, providing discretionary portfolio management focused exclusively on publicly traded equities. The firm employs a fundamental analysis approach inspired by investment principles from Warren Buffett, Peter Lynch, and David Gardner, managing individualized, equity-only accounts with a low-turnover, buy-and-hold strategy.

Erika Safran is a CFP® and Series 63 licensed financial advisor with 14 years of industry experience. She is the sole advisor at Safran Wealth Advisors, LLC, where she has worked since 2009. The firm provides integrated wealth management and financial planning services to individuals, trusts, estates, pension plans, business entities, and charitable organizations. Safran Wealth Advisors manages approximately $120 million in client assets, focusing on long-term, strategic asset allocation using broadly diversified, low-cost mutual funds and ETFs, supported by institutional research and resources.

Mark Pepper is a Series 65-licensed financial advisor with eight years of industry experience. He has been with MRC Group LLC since 2016 and previously worked in business development and sales consulting from 2009 to 2016. MRC Group LLC provides discretionary portfolio management and investment planning primarily for individual and high-net-worth clients, using Investment Policy Statements to document goals, tax considerations, and risk tolerance. The firm employs a combination of charting, fundamental, quantitative, and technical analysis, implements long-term equity exposure alongside options strategies, and offers consulting services to small businesses that may integrate with client work.

James Manfredonia is a financial advisor at Fig Tree Financials LLC in New York, NY, with 34 years of industry experience. He holds Series 66, Series 65, and Series 63 designations. In addition to his advisory work, he serves as an adjunct professor at Fordham University. Fig Tree Financials LLC provides customized investment advisory services to individuals, high-net-worth clients, trusts, estates, and small businesses, offering discretionary portfolio construction and ongoing investment management. The firm utilizes both fundamental and technical analysis with a primarily long-term investment orientation while accommodating shorter-term trading for rebalancing or client needs.

Sean Pullman is a financial advisor at Pullman Wealth in Montclair, NJ, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Glassner Carlton Financial and Wellmont Advisory LLC. Pullman Wealth is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm uses a combination of fundamental and technical analysis within a Modern Portfolio Theory framework to construct portfolios tailored to clients' goals and risk tolerance, offering both discretionary and non-discretionary management alongside formal financial planning.

Zhirun Gao is a financial advisor at Easytransfer Corporation, holding a Series 65 designation and beginning their advisory career in 2025. Prior to joining Easytransfer, Gao was affiliated with various institutions, including Columbia University and Ohio State University. Easytransfer Corporation provides discretionary portfolio management services to individuals, high-net-worth clients, and business entities, focusing primarily on U.S. equities and ETFs. The firm employs multiple analytical methods and both long- and short-term trading strategies, while emphasizing regular monitoring, reporting, and equitable allocation of investment opportunities.

Leonard Ellis is a financial advisor at Mohawk Capital Advisors, LLC with 5 years of industry experience. He holds a Series 63 designation and has worked at Atlas Merchant Capital, LLC since 2022, where he manages a fund as a Managing Director. He has also held a position at Service Academy Capital Management, LLC and has been with Mohawk Capital Advisors since 2014. Mohawk Capital Advisors offers personalized, discretionary portfolio management for individuals, institutional, and non-profit clients, employing a fundamental analysis approach supplemented by technical tools and options strategies. The firm manages approximately $35.5 million in discretionary assets and utilizes full trading discretion, including borrowing within separately managed accounts.

Joseph Thumpasery is a financial advisor at Fourth Wall Advisors LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Eisler Capital, Bluecrest Capital, and Nomura Asset Management. Outside of his advisory role, he oversees a passive residential property business. Fourth Wall Advisors LLC, founded in 2025, serves institutional and high-net-worth clients with discretionary investment management that primarily involves options contracts, individual equities, and ETFs. The firm employs a fundamental-analysis approach with a long-term orientation while maintaining flexibility for shorter-term trading and conducts formal portfolio reviews at least annually.

Marcantonio Antamoro is a financial advisor with Alpha, holding the Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Alpha RIA LLC since 2021 and previously spent five years at Hilbert 8, LLC. Alpha is an independent, fee-only registered investment adviser that provides personalized separately managed account portfolio management primarily to high-net-worth and ultra-high-net-worth individuals and their families. The firm employs a top-down macroeconomic approach combined with quantitative portfolio construction and behavioral finance, offering diversified, low-turnover allocations across various asset classes.

Anthony Rouzzo is a CFA charterholder and the sole advisor at Aristo Advisors LLC in New York, NY, with 12 years at the firm and five years of industry experience. His background includes institutional equity research and private portfolio management. Aristo Advisors provides discretionary investment management to individual and high-net-worth clients, focusing on personalized portfolios primarily composed of individual equity securities. The firm employs a research-intensive, value-oriented approach aimed at long-term capital appreciation and typically maintains a very small client base to allow for hands-on management.

Adam Johnson is a financial advisor with Bullseye Investment Group in New York, NY, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to founding Bullseye IG, he worked at Kensington Investment Counsel and Adviser Investments. He is also the author and founder of Bullseye Brief, a weekly subscription-based investment letter focused on American ingenuity and innovation. Bullseye IG provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients, focusing on U.S. public equity strategies. The firm employs a combination of technical and fundamental analysis alongside modern portfolio theory with a long-term trading approach.

Domingo Ramos is a financial advisor at Swapnick, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Prudential, Policygenius, and Havas. Ramos leads the Swapnick Community Foundation, which focuses on financial literacy initiatives. Swapnick, LLC is a fee-only, state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers personalized portfolio management with a buy-and-hold strategy, global diversification, and active monitoring, operating as a single-advisor practice without account minimums.

Andrew Jarombek is the sole advisor at Jarombek Capital LLC in New York, NY. He holds a Series 65 designation and has prior work experience at Evernorth and Gartner, as well as an academic background from St. Lawrence University. Jarombek Capital LLC is a single-member investment advisory firm providing discretionary portfolio management and investment guidance primarily to individual clients. The firm employs a long-term, buy-and-hold strategy with a focus on fundamental analysis and strategic asset allocation.

Jasdeep Khera is a financial advisor at Yieldwink Capital with five years of industry experience. He holds a Series 66 designation and has worked at RainMaker Securities, Goldsher Group, CION Securities, and Lord Abbett Co. Khera is also the founder and CEO of Yieldwink, an online platform connecting investors to private real estate, private equity, and private credit offerings, and serves as a principal at Goldsher Group, a New York-based alternative investment firm. Yieldwink Capital is a fee-only registered investment adviser that provides discretionary and non-discretionary investment management, retirement plan consulting, and integrated financial planning to individuals and institutional clients. The firm’s approach centers on customized portfolios emphasizing asset allocation, specialist managers, tax management, and continuous oversight, with an uncommon focus on pooled vehicles and pension consulting within a solo independent advisory model.

Jonathan Seif is a financial advisor with The ProFolio Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Betterment Holdings, Inc. since founding The ProFolio Group in 2018. The ProFolio Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm employs a Modern Portfolio Theory-based investment approach, utilizing diversified ETF portfolios with automated rebalancing and tax-loss harvesting, alongside options for individual stock portfolios and covered-call strategies. It also provides formal retirement plan consulting, fiduciary support, participant education, and combines institutional automated ETF platforms with separate stock-trading custodians for specialized mandates.

Shahe Galstian is a financial advisor with 15 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at PRUCO Securities, LLC and The Prudential Insurance Company of America since 2013. Galstian is also a licensed insurance producer and participates in industry educational events and conferences. His firm, Galstian, Shahe, provides discretionary investment management through three model portfolios—Conservative, Balanced, and Growth—allocating across stocks, bonds, mutual funds, and ETFs to meet client objectives. The firm serves individuals, high-net-worth clients, and retirement plan participants, emphasizing diversified, model-based strategies with ongoing monitoring and periodic rebalancing.

Dana Johnson is the sole advisor at Johnson Capital Global Advisory L.L.C. in Jersey City, NJ, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wilmington Capital Securities LLC for two years. Outside of advising, Johnson also works as a substitute teacher and provides transportation services through Raiser LLC. Johnson Capital Global Advisory L.L.C. is an independent registered investment adviser serving eight clients with a value-oriented, long-term investment approach. The firm offers a bundled wrap-fee program combining financial planning, portfolio management predominantly on a non-discretionary basis, and brokerage services, alongside educational seminars on personal finance and investing.